Celebrating the people and projects of TU's Division of Administration and Finance

PeopleSoft Financials: Stepped Up Communication and Training Efforts

By Donna Amoriello

Financial Services is stepping up its communications and training efforts to highlight the many benefits and features of PeopleSoft Financials.  

Since the initial conversion in FY 2009, the nVision budget reports have greatly improved.  With the latest upgrade to 9.1 and the elimination of HTML, running nVision reports has become even more user-friendly.  The Excel formatted ‘Department All Transaction Report’ (DAT), with its detailed comprehensive transaction information, has become the main budget report for many departments.  No longer is it necessary to run separate drill-down reports to see current details behind a number. 

Of course, the potential of PeopleSoft Financials technology is growing!  Patches and upgrades are continually occurring as the capability of PeopleSoft Financials grows.  To stay ahead, Financial Services reviews and updates its training processes and materials to ensure that the TU campus users are aware of the latest features.

The PeopleSoft Financials Training website has been redesigned to include easy to follow step-by-step “How To” documents and tutorials.  The campus now has a direct link for scheduling one-on-one or group training sessions with the recently created email address PSFTraining@towson.edu, which is included on the seminar website. 

Workshops are currently being designed for either the seasoned or the new department user.   Attendees will have the opportunity to sign up for shorter workshops focused on specific features in order to continue to build their knowledge, at their own pace.

In addition, our grant users can now attend a PeopleSoft Financials training session immediately following the Office of University Research Services Post Award Grant Management Workshop, providing them with a comprehensive look at the grant budget process.

Additional workshops are being planned and will be available on the Financial Services Seminar Website soon!

With regular communications and renewed training efforts, Financial Services remains dedicated to assisting TU’s faculty and staff with their budget needs.

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